Dennis
Morgan

Independent Financial Group, LLC

CRD#1228098
Investment Advisor
in San Diego, CA
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About this Advisor

Dennis Morgan is a certified financial planner whose office is in San Diego, California. Currently a registered investment advisor with Independent Financial Group, LLC, they have accrued an impressive 32 years of practice in the financial advisory industry. Morgan maintains Series 63 and Series 66 licenses, which certify the advisor as a securities broker. Morgan is able to act as an advisor based out of Pennsylvania and Texas. Over the course of their career, Morgan has held roles at Dennis G. Morgan (Self-Employed) and Independent Financial Group. Independent Financial Group, LLC is headquartered in San Diego, California, and operates out of 364 additional locations in the nation. As a firm, Independent Financial Group, LLC manages $3 billion in assets dispersed across 11,983 accounts and employs more than 680 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12671 High Bluff Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

CA Average: $7,578,581,321
Total Number of Employees

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Dennis Morgan Work History

Dennis has 32 years of experience.

2008 - Present (11 years)

Independent Financial Group

1986 - Present (33 years)

Dennis G. Morgan (Self-Employed)

Disclosures

Dennis Morgan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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